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Disability: The checks cannot stop if my loved ones are to continue the lifestyle

they have grown accustomed to.

Law Suits: My liability coverage needs to be the maximum amount the

insurance company will offer. Again, this helps to ensure my loved ones can

continue the lifestyle they have grown accustomed to.

Premature Death: The monthly checks can’t stop because I am no longer

around. The checks need to continue for as long as if I had lived a long and

healthy life so, you guessed it, my loved ones can continue the lifestyle they
have grown accustomed to.

I keep looking for every possible thing that can go

financially wrong and mitigate that risk by sharing
it with an insurance company. Here's the cool

part, many people have no idea how to get maxi-
mum coverage for almost the same price they are

already paying. Feel free to refer to t he Matrix

Wealth Management Risk Management
Review Checklist. Please note, this checklist is

not intended to be used as guidance or advice.
However, we encourage using it when you meet

with your qualified professional to discuss your
specific needs.